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Dell’s strong growth trajectory, massive AI backlog, and expanding earnings support its bull case.

Sallie Mae (Nasdaq: SLM) recently reported quarterly results that exceeded analyst expectations on both revenue and earnings per share, while also issuing full-year EPS guidance above consensus despite a slight year-on-year revenue decline. SLM also announced that Co-President and Chief Financial Officer Pete Graham will speak at the 2026 Morgan Stanley US Financials Conference, giving investors another chance to hear management discuss the company’s outlook and capital allocation...

Okta Inc. (NASDAQ:OKTA) is one of the 10 Stocks With Explosive Returns. Okta saw its share prices climb to a fresh four-year high on Friday, as investor sentiment was boosted by its strong earnings performance in the first quarter of fiscal year 2027. In intra-day trading, the stock surged to a record high of $124.79 […]

Hewlett-Packard Enterprise Co. (NYSE:HPE) is one of the 10 Stocks With Explosive Returns. Hewlett-Packard finished the trading week soaring to a new all-time high, as investors repositioned portfolios ahead of the results of its earnings performance in the second quarter of the fiscal year. In intra-day trading, the stock surged to its highest price of […]

Joining me on the call today are Corie Barry, our CEO; Matt Bilunas, our Chief Financial and Strategy Officer; and Jason Bonfig, our Chief Customer, Product and Fulfillment Officer. During the call today, we will be discussing both GAAP and non-GAAP financial measures. A reconciliation of these non-GAAP financial measures to the most directly comparable GAAP financial measures and an explanation of why these non-GAAP financial measures are useful can be found in this morning's earnings release, which is available on our website, investors.bestbuy.com.

Dell reported earnings results considerably above consensus estimates, and raised guidance.

The company reported better-than-expected earnings but analysts are focused on the AI product pipeline.

A key opportunity in the artificial intelligence space is rising demand for power and related equipment. This AI stock is eyeing a fresh entry.

Shares of ServiceNow (NYSE:NOW) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73. The pop comes as capital rotates back into beaten-down enterprise software names following a blowout quarter from Dell Technologies (NYSE:DELL). The move is striking given the setup. ServiceNow stock still sits 47% below its one-year ... ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector

Here are three great reasons to buy Microsoft now.

SentinelOne Inc. (NYSE: S) shares fell nearly 11% on Friday after the cybersecurity company topped earnings estimates but issued softer-than-expected second-quarter revenue guidance and announced a roughly 8% workforce reduction. The company reported first-quarter fiscal 2027 revenue of...

Best Buy's (BBY) sharp rally following stronger-than-expected fiscal first-quarter results leaves th

Shares of Palantir (NASDAQ:PLTR) are up 10% in Friday morning trading, changing hands near $158. The pop follows a blockbuster quarter from Dell Technologies (NYSE:DELL), reported Thursday evening, that validated a high-profile partnership the two companies unveiled earlier this month. Even with today’s rally, Palantir stock is still down 12% year to date (YTD), so ... Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally

Okta Inc (NASDAQ:OKTA) shares jumped 24% on Friday after the identity security company reported first-quarter results that topped Wall Street estimates and raised its full-year outlook, with analysts pointing to accelerating demand and an emerging artificial intelligence tailwind. The San...

Shares retreat after major acquisition announcementAutodesk (NASDAQ:ADSK) fell more than 5% in pre-market trading on Friday after unveiling plans to acquire maintenance software company MaintainX in a $3. 6 billion all-cash transaction.

Shares advance as results exceed expectationsMongoDB (NASDAQ:MDB) gained more than 4% in pre-market trading on Friday, adding to a 10. 6% rise from the previous session, after the database software provider delivered first-quarter fiscal 2027 results that surpassed analyst forecasts across key financial metrics and increased its outlook for the full year.

Shares climb as quarterly results beat forecastsOkta (NASDAQ:OKTA) moved sharply higher in pre-market trading on Friday, gaining more than 7% and building on a 4. 7% rise in after-hours dealings after the identity and access management specialist delivered stronger-than-expected fiscal first-quarter 2027 results.

Marvell’s strong outlook and accelerating growth in data center networking, custom silicon, and interconnect solutions continue to support the bull case.

Dell Technologies Inc (NASDAQ:DELL) shares surged by 32% at Friday’s opening bell after the company reported first quarter results that significantly exceeded Wall Street expectations across revenue and earnings, alongside sharply higher guidance driven by accelerating AI demand. For the...

Dell's AI Backlog Hits Record High as Stock Ignites After Earnings

In Q1, the retailer posted enterprise revenue of $8.94bn compared to $8.76bn a year earlier.

Moby summary of Best Buy Co., Inc.'s Q1 2027 earnings call

Revenue beat estimates as MongoDB flipped to GAAP profitability and raised its full-year outlook

Investing.com -- SentinelOne drew mixed reactions from Wall Street after its fiscal first-quarter results, with Raymond James cutting the cybersecurity company to Market Perform while Bank of America upgraded it to Buy.

The identity security company reported $765 million in revenue and $0.91 in adjusted earnings per share, both topping analyst estimates

Snowflake jumped 36% after strong earnings, upbeat AI-driven guidance and a $6 billion AWS partnership boosted growth optimism.

The warehouse club's total revenue rose 12% to $70.53 billion, topping expectations, as fuel demand drew new members to its gas stations

The company booked $24.4 billion in AI orders and raised its full-year AI server revenue forecast to $60 billion, up from $50 billion

Park Aerospace Corp (PKE) showcases robust financial health and strategic alliances, despite facing supply chain issues and competitive pressures.

Costco had big revenue numbers, but its profit margin compressed.